Incorporating ANNUAL · Incorporating 11th ANNUAL Pre-conference Masterclass: 9 November 2015 Main Conference: 10 & 11 November 2015 Venue: The Menzies, Sydney, NSW SAVE WITH THE

Incorporating

11th ANNUAL

www.financetransformation.com.au

Pre-conference Masterclass: 9 November 2015

Main Conference: 10 & 11 November 2015

Venue: The Menzies, Sydney, NSW

SAVE WITH THE TEAM DISCOUNTS!Check out the last page to find out the offers!

Featuring 40+ industry leaders, including: Build your own conference agenda with the following functional streams:

Definitely a worthwhile experience – the variety of sessions were all very informative” Ryan Death, Financial Controller, Mirvac Group

Jonathan NicholChief

Financial Officer (ANZ),

Sandvik

Christian Berg

Finance Manager, Microsoft

(US)

Wayne StokesChief

Financial Officer,

Carnival Australia

Ramesh Narasimhan

Chief Financial Officer, Nissan

Josée LemoineInnovation & Business

Performance, Finance,

Finance & Strategy, Telstra

James MarshChief

FinancialOfficer,

Vodafone

Simon Gallagher

Chief Financial Officer, Adecco

Organised by: Conference Partner: Exhibitors:Event Partners:Record-to-Report Partner:Associate Partner:

Moving Finance Up The Value Curve By Eliminating Transactional Tasks And Freeing Up Resources For Strategic Activities

6th ANNUAL

STREAM 1

STRATEGIC FINANCE

STREAM 2

OPERATIONAL FINANCE

STREAM 3

PROCURE TO PAY

STREAM 4

CFO BOARDROOM

Save with theteam discounts!Find out theoffers on thelast page.

REGISTER NOW +61 2 9229 1000 [email protected] www.financetransformation.com.au

Dear Finance Transformation Professional,

The expectations of the finance function in Australian businesses are changing. Not only have economic pressures resulted in the need for leaner and more responsive back office functions, but there is now a greater demand from businesses for finance to drive value and performance.

This changing demand requires CFOs to focus their attention towards finance business partnering – the role that finance undertakes to support business goals by delivering insight and value in support of growth and future performance. Furthermore, finance and procurement are becoming increasingly aligned, compelling both functions to work together to contribute to their organisation’s overall financial and operational performance objectives.

In light of this strategic partnership and the increasing importance of the P2P process, SSON's 6th annual Finance Transformation Summit 2015 will be incorporating the 11th annual Procure-to-Pay Forum, to give attendees exclusive access to 40+ international and domestic industry experts, a comprehensive range of strategic and operational case studies, panels and interactive content.

No matter what stage of the transformation journey you are at, this event will go far beyond transactional functionality to focus on the following key challenges:

Utilising data to support strategic decision making and drive competitive advantage Designing a fit for purpose operating structure Growing and developing talent across the business Reducing costs, improving efficiency and eliminating waste through outsourcing, automation and shared services Increasing the visibility of procurement spend Ensuring the uptake of P2P technologies through change management programmes

To join us, simply register now by calling +61 2 9229 1000, emailing [email protected] or visiting www.financetransformation.com.au.

I look forward to meeting you in November.

Kind regards,

Preet SandhaProgramme Director A/NZShared Services and Outsourcing Network (SSON)

Who will you meet at the Finance Transformation Summit 2015?

This event has been designed to provide a platform for Finance and Procurement professionals to realise the benefits of moving finance up the value curve by eliminating transactional tasks through automation, outsourcing and shared services in order to free up resources for more strategic activities.

CFO/ Finance Director Financial Controller Treasury Finance Transformation Finance Shared Services Financial Accountant Reporting Planning and Forecasting Billing & Credit Management

CPO / Procurement Director/ Procurement Lead Procurement Shared Services Procure to Pay Requisition to Pay Accounts Payable Source to Pay Order to Cash Record to Report

FINANCE TRANSFORMATION 2015:Moving Finance Up The Value Curve By Eliminating Transactional Tasks And Freeing Up Resources For Strategic Activities

The CFO Boardroom: a closed door interactive session enabling you to build a network of executive finance peers and solve your challenges

Access to 40+ leading international and domestic experts from organisations such as Microsoft, Telstra, Walt Disney, NAB and Origin

The integration of the 11th annual Procure-to-Pay Forum, reflecting the increasing strategic importance of the end-to-end process

4 interactive workshops: Implementing a Change Management Program to Ensure Finance Transformation Success; Elevating Your Organisation to the Next Generation of Finance Shared Services; Building a Business Case for Successful Financial Transformation In Order to become a Value-Added Business Partner and Assessing and Improving Your P2P Process via Key Performance Indicators, Controls and Audit

‘Big Ideas’ speakers – out of the box speakers designed to get you thinking

Additional interactive content in the form of speed networking, panel discussions and roundtables to help you build your network

Reasons why the Finance Transformation Summit 2015 is THE event to attend this year:

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Christian BergFinance Manager, Microsoft (US)

Shane LamontHead of Procurement, Sydney Water

Leeanne SteenGeneral Manager Finance, Shared Services, Thales

Phill DagnallTeam Lead ICT Vendor Management, RACQ

James MarshChief Financial Officer, Vodafone

Mary KarolyiChief Financial Officer, Blue Illusion

Theo TheodoreFinance Optimisation Program Manager, Suncorp

Jamie DunnicliffStrategic Procurement Transformation Manager, University of Adelaide

Jonathan NicholChief Financial Officer (ANZ), Sandvik

Adel SalmanGroup Procurement Manager, Bega Cheese

Gavin IfieldHead of Business Services, Holcim

Alyson TongAssociate Principal, Deputy CFO Australasia, Arup

Simon GallagherChief Financial Officer, Adecco

Michael PoleFinance Operations Manager, ElectraNet

Ian CroftDirector of Financial Planning and Analysis, Luxottica

Josée LemoineInnovation & Business Performance, Finance, Finance & Strategy, Telstra

Wayne StokesChief Financial Officer, Carnival Australia

Inge BrownDirector of Finance Transformation, AMP

Jitendra KeshariSystem Accountant, UC Finance, UnitingCare

Nidhish BhandariGeneral Manager Procurement Services, Transport Shared Services (TfNSW)

Tristram van der MeijdenChief Financial Officer, Metlifecare

Peter MorichovitisChief Procurement Officer, City of Gold Coast

Peter Mc LeodAssociate Director – Finance, University of Southern Queensland

Alastair MillerCommercial Finance Director- APAC, Accolade Wines

Ramesh NarasimhanChief Financial Officer, Nissan

Sharon Jones – BaldwinDirector of eSolutions,Department of Education

Michele AddelioSenior Consultant Enterprise Sourcing, TAL

Adam SummonsChief Financial Officer, Fire & Rescue NSW

Mark EassonChief Financial Officer, University of Sydney

Kate MinuzzoFinance Shared Services Manager – Global, GHD

Siju JohnyHead of Procurement, NSW Trains, Transport for NSW

Paul PembertonGeneral Manager Shared Services,Schenker Australia

Paul BloxhamChief Economist, HSBC Bank

Tania GalbraithDirector International Continuous Improvement, The Walt Disney Company

John BrowneExecutive Manager Strategic Procurement, Transfield Services

Sandhya ChakravartyChief Financial Officer,Australian Red Cross


SPEAKER FACULTY


PRE-CONFERENCE MASTER CLASSESMonday, 9 November 2015

9am – 11:30am

Implementing a Change Management Program to Ensure Finance Transformation Success

Research suggests that as many as 75% of projects fail, not due to the technology and processes, but due to employee resistance, lack of clarity and leadership support. Organisations can avoid this by simply recognising that people are at the centre of transformation and project success.

Due to their recent finance transformation, Holcim implemented a comprehensive formal change management program using their internally developed change methodology made up of 5 phases and 25 steps.

In this master class, Gavin will lead you through Holcim’s strategic methodology, it’s scope and objectives and will help you see the strategic value in communicating with employees before, during and after a transformation, with long yielding results.

Identifying active and visible change sponsors – leadership influencers Developing a structural change management approach to manage the transformation Establishing frequent and open communication with employees around the need for change How to ensure dedicated resources for the change management program Securing buy-in and facilitating employee participation

Gavin IfieldHead of Business Services, Holcim

2:00pm – 4:30pm

Building a Business Case forSuccessful Financial Transformation In Order tobecome a Value-Added Business Partner

As organisations face unprecedented global competition, finance transformation is no longer a choice, but a necessity. To ensure a successful finance transformation, it is critical to build a comprehensive business case to explore the opportunities of consolidating, streamlining and simplifying complex operations and a plan to manage the transformation.

In this master class, Christian will focus on the essential activities to plan, launch and stabilise a new financial transformation, including critical success factors, top implementation challenges, the key steps to post-launch successes and how to align your finance strategies with business goals in order to become a value-added business partner.

The key strategies to building a successful business case with executive buy-inHow to structure the implementation to achieve results within set timeframes and budgetsAssessing and overcoming the key risks and challengesEstablishing an effective change management program to support staff

Christian BergChief of Staff Finance - North America, Microsoft

A B 11:30am – 2:00pm

Elevating Your Organisation to the Next Generation of Finance Shared Services

In today’s increasingly competitive economic market, it is critical for organisations to refocus their attention on operational agility and cost competitiveness in order to be able to respond to increasing market volatility and budget pressures. Organisations with high performing Shared Services are better placed to meet the uncertainties of today’s market as well as to deliver better results for stakeholders.

In this Master Class, the facilitator will explore how to optimise your shared services by focusing on standardisation, scalability and scope, as well as assess what is next for mature shared services.

Adopting an integrated business services methodology to focus on business responsiveness and relationships Expanding to non-traditional and high value services to increase profitability Implementing principles to guide the increase of scale, scope and functionality Fostering innovation through continuous process improvement, Centres of Excellence and sound business relationships

C D 4:30pm – 7:00pm

Assessing and Improving YourP2P Process via Key PerformanceIndicators, Controls and Audit

Although streamlining and automation remain essential tools in improving end-to-end operational efficiency, the keys to transforming your P2P process remain the existing people and processes.

During this Master Class, the facilitator will highlight how to set up proper controls to ensure the highest possible performance of your P2P process.

Realising process efficiencies by developing a personalised organisational model of the KPIs discussedIncreasing overall control of company spend with business dashboardsMaximising supplier value and implementing procurement solutions around metrics attained in APEvaluating P2P outsourcing and its viability for your organisation


DAY ONETuesday, 10 November 2015

FINANCE STRATEGY FINANCE OPERATIONS P2P

11:50 Leveraging Outsourcing and Shared Services to Re-Define Finance at Sandvik Sandvik is a global engineering group in tooling, materials technology, mining and construction operating in over 130 countries worldwide. In this session, Jonathan will explore Sandvik ANZ’s Finance transformation, where the majority of transactional finance functions were outsourced to their business partner in India and how this changed the finance functions that remained in Australia. Outsourcing AP, AR and General Accounting transactional finance processes to India Implementing an effective formal change management program, gaining staff buy-in through leadership and communication Aligning the residual finance functions in ANZ into a shared service Realising the benefits of the transformation including reduced costs; increased focus on residual finance functions and business support; improved internal controls and standardisation

Jonathan Nichol, Chief Financial Officer (ANZ), Sandvik

Boosting Productivity through the Implementation of a P-Card SystemDB Schenker is one of the leading international providers ofintegrated logistics services. They are currently working on boosting organisational productivity through process change and innovation, and one of the ways they are doing that is through a P-Card program which is set to go live in August 2015 with identifiable results by the end of the year. In this case study, Paul will illustrate DB Schenker’s journey in formulating an efficient P-Card process, collaborating with solution providers and identifying savings through the process. The benefits of efficiency savings through processing fewer invoices directly and uploading whole statements into SAP Establishing a rewards plan with the card supplier for cash back incentives Automating 80-90% of coding Discovering common inefficiencies and control gaps to reduce P-Card limitations

Paul Pemberton, General Manager Shared Services, DB Schenker

Delivering an End-to-End Procurement Transformationto Unlock Greater Value from Existing SystemsPeter is the single point of accountability for the City of GoldCoast’s procurement activities and he manages a team of 75procurement staff and $800 million per annum externalspend. In this session, he will discuss the City’s end-to-endprocurement transformation and the tweaking of existingsystems to make them as efficient as possible and to move theteam towards strategic sourcing, contract management andsupplier relationship management. Reducing the City’s procurement spend Driving efficiency into procurement systems, for example, by optimizing the P2P process, inventory management and AP Providing improved customer service for internal stakeholders and to create more procurement visibility across the organisation.

Peter Morichovitis, Chief Procurement Officer, City of Gold Coast

08:30 Registration and Welcome Coffee

09:00 Opening Remarks from the Chairman

09:10 The Economic POV – What’s on the Horizon for 2016? The race for Asia, skills shortages, changing corporate behaviours, new technologies and more, mean that transforming your finance and procurement functions – as well as your own skills – to cope with the fast changing digitalised world is more pressing now than ever before. Both the private and public sector must revisit not only their core business strategy but also their operational structure, if they are to survive such rapidly changing times. In this session, one of Australia’s leading Economics will discuss the upcoming trends that will affect your business. What impact to expect from global forces and localised micro-economic issues Short and long term sustainability – what are the main hurdles to overcome? Dealing with digital disruption Maximising opportunities for growth and expansion

Paul Bloxham, Chief Economist, HSBC Bank

09:50 Transforming the Finance Function to Get Back to the Basics For the last 2.5 years, Vodafone has transformed its entire finance function to improve efficiencies and drive performance. In this session, James will give an overview of the transformation journey and hone in on the key aspects. Offshoring classic back-office functions to the Vodafone Group in Pune – transactional finance, AP, AR, Reconciliation, Cash Back, Retail Customer

The benefits of outsourcing including increased quality, gaining a cost advantage and using offshore expertise Leveraging BI across the finance team and fully using data warehouses, big data, and all customer records to gain an understanding of individual customers Getting back to the basics with strong governance, vendor management and financial control

James Marsh, Chief Financial Officer, Vodafone

10:30 Business Partnerships: Maximising the Benefit that the Finance Function Provides to the Organisation Telstra is Australia's leading telecommunications provider. In this session, Josée will discuss the role Finance plays within Telstra to support the company’s strategic roadmap for 2020 and beyond. Discussing Telstra’s operating model for Finance: Divisional Finance (strategic role), Financial Controller, Finance Shared Services (operational role) and Centres of Excellence (CoEs) Developing a global operating model to support Telstra’s global expansion Continuing the journey towards insightful and influential business partnering to create increased enterprise value Implementing real-time reporting to access the company’s performance anytime on any device for enhanced and timely insights Building the capability of the Finance team to drive improvement in strategic influence

Josée Lemoine, Innovation & Business Performance, Finance, Finance & Strategy, Telstra

11:10 MORNING TEA AND SPEED NETWORKING

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12:30 Systematically Exploring Alternate Business Models and Creating Diversified Revenue Stream to Ensure SustainabilityThe Australian Red Cross is a not-for-profit organisation which receives the majority of its funding through government. However with increased volatility in Government funding avenues, the Red Cross has to investigate alternate business models and revenue generation avenues to ensure that the 100 year old organisation will continue to exist for the next 100 years. In this session, Sandhya will illustrate the organisation’s financial sustainability plan for 2020 and their objective to raise their independent sources of revenue in the next 5 years in order to replace income potentially lost through government funding cuts. Looking at alternative business models such as outsourcing, process optimization and adding more functions to their shared services Exploring and expanding the commercial arm of the organisation beyond retail stores, training and first-aid courses Working towards becoming a social enterprise that is sustainable in terms of structure and cost

Sandhya Chakravarty, Chief Financial Officer, Australian Red Cross

Building a Robust Service Operating Model with Operational Agility through Rolling Forecasts, Streamlined Reporting and Customer-Centricity Holcim has globally implemented a comprehensive finance transformation program across 80 countries, aimed at restructuring the management approach from bottom-up to top-down aspirational targets. In this session, Gavin will discuss the transformation in Australia, beginning in late 2013 to September 2014, and the key challenges they addressed to become more strategic and proactive: Reviewing the global strategy and requirements - each country provided with key metrics to meet Reviewing the Australian ‘Aspire’ Project and the need for efficiency mandated by the CEO Compressing business plans, risk management and budget management into a CoE to reduce 9 months p.a. and eliminate re-work and duplication Replacing current budget with rolling forecasts and streamlining forecasting and reporting Making plans based on market conditions, need for customer-centricity and sales planning Lessons learned in becoming more forward-thinking and predictive: looking 80% forward and 20% backwards

Gavin Ifield, Head of Business Services, Holcim

Incrementally Rolling out P2P Across a Global Company in order to Become as Efficient as PossibleArup’s Australian office is partway through theroll-out of their P2P system, which they commenced in 2012 and which is set to be completed in the next 12 months. The Australian office is the 3rd out of 5 regions to implement the system and in this session Alyson will detail the challenges and benefits of rolling out P2P incrementally across the global offices, as opposed to adopting a ‘big bang’ approach. Understanding the benefits of P2P including projected annual savings of $0.5 million across Australia and Singapore Implementing a change management program to help staff shift with going from manual processes to online Evaluating the automation of payroll and which operating structure to use: in-house vs. outsource Lessons learned from the P2P roll out and reviewing what’s next on the horizon

Alyson Tong, Associate Principal, Deputy CFO Australasia, Arup

1:10 LUNCH AND NETWORKING BREAK


2:10 Restructuring a Conservative Public Organisation to Become Commercial and Profitable in their Processes The University of Sydney has undergone an extensive 7 year finance transformation and in this session, Mark will detail how he restructured his 250 person team and drove greater value out of the University’s $1.8 billion per annum of revenue. Driving financial performance: changing the philosophy behind what to report, how resources are allocated, and restructuring the capital management to enable the funding of a major $750 M infrastructure program

Panel Discussion:What Processes Do You Have in Your FSSO?Sometimes you need a sanity check. Sometimes you don’t see the gaps in your business or potential for growth and development until you hear about what someone else has done. In this panel, our experts will fill you in on what their FSSOs look like, what processes they encompass, how they got there and what they would, and wouldn’t do again.

Our experts will discuss topics such as SLAs, benchmarking and moving towards a Centre of Excellence and GBS model to help you begin thinking about what’s next for your business.

Rolling Out P2P across UnitingCare and Emirates Airlines and Assessing the Lessons Learned Along the WayUnitingCare is one of the largest providers of community services in Australia, with over 1,600 sites. In this session, Jitendra will discuss the roll out of P2P and AP across UnitingCare to over 1200 users as well as the challenges faced and lessons learned from the experience, as well as his experience in rolling out P2P across Emirates Airlines. Misalignment between management expectation and operational capacity planning behind rolling out the P2P project




2:10 How to achieve a complete reboot of Shared Services: to reform a non-functioning long standing shared services and virtually restarting them as a greenfield site People: reducing headcount by 20%, and instilling an innovative culture of continuous improvement ERP System: removing customisation and moving to well configured standardised versions

Mark Easson, Chief Financial Officer, The University of Sydney

Kate Minuzzo, Finance Shared Services Manager – Global, GHD

Leeanne Steen, General Manager Finance, Shared Services, Thales

Tania Galbraith, Director International Continuous Improvement, The Walt Disney Company

Discussing the objectives and benefits of P2P, AP and discussing the missed opportunities The continuous process improvement journey and what’s next to further enhance the P2P process and system

Jitendra Keshari, System Accountant, UC Finance, UnitingCare

2:50 How to Enable Transformation and Increase Levels of Service through Investment in TechnologyIn this session, Simon will outline how Adecco has leveraged technology and offshoring to help facilitate finance transformation and increase levels of service globally. In doing so, he will cover the following: The decision to invest $40 million into technology as a key facilitator of the transformation and rebuilding IT in the front, middle and back office Rolling out PeopleSoft across 8 different company groups within Australia and moving towards rolling it out across the APAC region Offshoring transactions, business intelligence and reporting to the Philippines to reduce costs and errors in payroll and billing Redefining the metrics and KPI’s used to increase accountability, visibility and redeployment rates Building online recruitment solutions and candidate management solutions for added service levels Achieving significant cost reductions of 40% over 5 years (excluding the IT investment)

Simon Gallagher, Chief Financial Officer, Adecco

Delivering Sustainable Competitive Advantage and Operational Agility through Technology, Process Reengineering and Change ManagementThe University of Southern Queensland is a leading provider of online/distance education programs with over 75% of its students studying via distance or online. USQ is currently working towards becoming more customer-centric in itsservices and in this session, Peter will detail the role of finance in delivering this as well as the agility needed to remain competitive in the tertiary market. Streamlining AP: automation of international vendor details instead of manual keying to reduce processing time and increase accuracy Overhauling the commissions process on international agents to reduce the time for making payments and the work required to process them Streamlining the bank reconciliation process Moving towards a unified payment gateway Streamlining journal workflow processing

Peter Mc Leod, Associate Director - Finance, University ofSouthern Queensland

NSW Trains: Transforming Procurement to Become a Value-Adding, Service-Oriented Business UnitIn this session, Siju will recount NSW Train’s 18 months procurement transformation and how they are now an example of how procurement should be done in the public sector. Planning for the transformation: delivering a new, easy to use model for procurement that is efficient and effective Revising the organisational structure for a more efficient delivery model Creating process efficiencies in time lines to streamline the public tender process Pushing procurement to become a strategic partner with finance and the rest of the business Addressing the goals of the transformation including cost savings target of $25 million Improving the customer experience for all involved stakeholders through effective communication

Siju Johny, Head of Procurement, NSW Trains, Transport for NSW

3:30 COFFEE AND NETWORKING BREAK



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4:30 END OF CONFERENCE DAY 1

4:35 NETWORKING DRINKS

As today’s CFOs face an increasingly challenged operating environment marked by international economic volatility, the rise of new digital and social technologies and increasing regulation, it is imperative that the finance function transforms in response to these macro-cultural shifts. In this panel discussion, the following CFOs will come together to discuss their experiences in light of these changes. Understanding the benefits that strategic business partnering brings The link between success, accountability and risk management Ensuring effective communication and collaboration Redefining existing KPIs to ensure that value is delivered against your corporate goals

The Changing Role of the CFO – The Road to Creating an Intelligent Organisation

Ramesh Narasimhan, Chief Financial Officer, Nissan Wayne Stokes, Chief Financial Officer, Carnival AustraliaAdam Summons, Chief Financial Officer, Fire & Rescue NSW

4:00

Extremely useful and timely - the content gave me a lot of food for thought, and is highly relevant in the context of where our Finance Team is currently at from a transformation perspective”

Jim Mercer, Group Financial Controller, Victoria University of Wellington


8:30 REGISTRATION AND WELCOME COFFEE

9:00 OPENING REMARKS FROM THE CHAIRMAN 9:10 How to Use Finance as Decision Support - Business Intelligence in Action The increasing abundance of data, computing in combination with user friendly tools for analysis are making data driven decisions the norm in most industries. Join Christian Berg, Chief of Staff for Microsoft Finance North America to hear how Microsoft became a leading finance organisation and continues to influence and establish finance best practices used today. We will examine leading solutions to deliver compelling real-time business insights used to drive significant impact. Christian will make deep dives on Change Management, Data Governance and key advantages of modern business intelligence solutions including Machine Learning. Learn to develop a core data taxonomy Determine when to outsource non-strategic, repetitive tasks Implement powerful self-service business intelligence solutions leveraging new data technologies Transform P&L, Scorecard and Compliance processes

Christian Berg, Chief of Staff Finance - North America, Microsoft 9:50 Finance as a Business Partner: Delivering Insights, Improving Performance and Optimising Business Opportunities Inge is leading a program of initiatives to transform AMP Finance. The program is currently in its second year and will transition to the business in the fourth quarter of 2015. In this session, Inge will share/discuss the effectiveness of the various strategies that AMP Finance

has leveraged to deliver improved efficiencies, support the broader organisations growth initiatives and become influential business partners. Inge will also talk about some of the challenges and key learnings. Alignment and purpose of the right Finance Target Operating Model Value of an IT Information Strategy and solving data quality issues Outcomes of offshoring high volume transactional work to partner in India AMP’s transformation roadmap for 2016 and beyond; as well as the imperative to have a strong internal governance culture and one of continuous improvement.

Inge Brown, Program Director, Finance Transformation, AMP

10:30 MORNING TEA

11:10 Carnival Cruises: A CFO's Perspective The Australian cruise market has seen extraordinary growth in passengers carried over the last 10 years. The international cruise company Carnival Corporation plays a significant role within the Australian market. Hear how the company has been able to retain it's market leadership role locally whilst facing many of the common challenges of the tourism industry. Why has the industry grown so rapidly over the last 10 years Key growth challenges faced The business operating model used Skills needed How to balance planning for possible change in the future versus responding to actual change? How can a CFO partner effectively with the organisation?

Wayne Stokes, Chief Financial Officer, Carnival Australia


DAY TWOWednesday, 11 November 2015

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11:50 Transforming Procurement – An investment to Support Value Delivery through Procurement ExcellenceSydney Water is 18 months into a 3 year end-to-end procurement transformation, focused on aligning together their procurement, finance and overall business strategy in order to deliver value across the organisation and to transition Procurement from an advisory function to a strategic business partner. In this session, Shane will discuss how they reengineered their Procurement framework at Sydney Water in order to gain a projected benefit of $90 million over a 3 year period.

Moving to a Procurement Partnering operating model that will: Align all the elements of procurement to the Corporation’s strategic objectives Deliver a significant uplift of financial benefits and continue to achieve best market value for money outcomes Introduce and embed new skills and capabilities through people, process and better ways of working

Shane Lamont, Head of Procurement, Sydney Water

Analysing Thales’ Overall Finance Transformation and Objective for Operational Agility In this session, Leeanne will provide an analysis of Thales’s overall finance transformation, and will focus on the objectives of the transformation, including visibility across the finance functions; standardising processes for quality control and time efficiency; and centralising repeatable functions into their shared service.

Addressing and overcoming the challenges of having 5 disparate ERP systems and 7 databases, and enabling reporting at detailed, consolidated and departmental level Introducing Lean to the shared finance team and the results seen through stand-up meetings, visual management boards and waste elimination Lessons learned and the way forward

Leeanne Steen, General Manager Finance, Shared Services, Thales

Moving Accounts Payable from a Low Level Process to aHigh Level Role to Deliver Value to the OrganisationIn this session, Michael will illustrate the end-to-end planningand implementation of an automated Procure to Pay AccountsPayable system, with certain components going live in Augustand September of 2015 with the project looking to delivera 5 year payback period. He will also discuss restructuringtheir AP process, AP team, moving AP upstream, removing allnon value-add and transactional work and creating a soundchange management program to address the changes.

Drivers of AP success: early pay programs, vendor management and payment strategy, dynamic discounting, cloud storage, mobile access and targeting specific internal areas for the greatest efficiency and FTE savings Change management program: challenging the process, troubleshooting, workflow management and driving the right behaviour The benefits of implementing the change management piece before the process goes live in order to receive a solid understanding of the system

Michael Pole, Finance Operations Manager, ElectraNet



12:30 Implementing Business Intelligence Tools to MakeBetter Spending Decisions to Adapt to a Fast-PacedBusiness EnvironmentMetlifecare merged with Vision Senior Living and Private LifeCare Holdings in July 2012, becoming New Zealand’s second largest listed retirement village operator and developer,going from owning 2500 apartments to 3900. In this session, Tristram will discuss the merger, post-merger and what’s next for the business.

Integrating 3 disparate ERP systems and consolidating the reporting process in set time frames Streamlining processes: Moving cheque payments to direct credit; automating cashflow reporting; centralising functions such as GL recs Development of Data Warehouses and cross pollinating the information and use this to better understand business results Reviewing opportunities for simplifying processes

Tristram van der Meijden, Chief Financial Officer, Metlifecare

Establishing a Regional Shared Service at DisneyDisney took just 12 months from project launch to go live for an APAC shared service in China with 70FTE, and in her session.Tania will outline what this has meant in terms of:

Securing buy in and managing change across multiple countries Standardising processes while taking into consideration local nuances Focusing on embedding processes and adding more functions Establishing follow the sun processing to improve responsiveness

Tania Galbraith, Director International ContinuousImprovement, The Walt Disney Company

Moving Beyond Traditional Procurement by Driving Strategic Business PartnershipsThe next generation of procurement leadership goes beyond traditional activities to driving more strategic partnerships and moving up the value chain with internal and external partners. Over the last 3 years, Anna has created and up-sourced the strategic sourcing team at TAL, and led her team up the value curve to establish engagement across the business.

People: hiring the right talent; setting sound KPIs and benchmarking measures; and up-skilling staff to become business partners Structure: establishing the sourcing team as a central Centre of Excellence in different procurement functions to increase value to the business Partnership: evolving procurement to become a key business partner

Michele Addelio, Senior Consultant Enterprise Sourcing, TAL

1:10 LUNCH AND NETWORKING BREAK

2:10Looking at Technology as an Enabler of Finance Transformation, Increased Productivity and Business GrowthBlue Illusion is a French-inspired clothing boutique with 127 stores. In the last few years, Blue Illusion has started a massive transformation project in various business areas, enabled by technology and the need to become fast-paced and customer-centric. Investigating the next generation of systems support, such as replacing legacy systems with AP automation, expense automation and improving pay roll automation Restructuring the executive finance team to deliver the CEO mandate’s of cost reduction and profitability Reengineering reporting analytics and dashboard analytics, and using business intelligence to assist in strategic decision making

Responding to Market Challenges through Effective Revenue Management and Forecasting The Australian beverage and alcohol market is struggling due to decline in consumption, making revenue management a critical factor going forward. In this session, Alastair will analyse how Accolade Wines is addressing their market challenges by maximising returns on their products.

Developing a new approach to selling by replacing standard percentage KPI targets with a new approach that focuses on the absolute dollars of trade spend Communicating the new process effectively to staff and gaining buy-in from the sales team Making significant savings to help drive the bottom line in FY 2016

Implementing eProcurement to Reduce Administrative Burden and Refocus Resources For the last 18 months the University of Adelaide has been working on various programs to deliver cost and time efficiency and to reduce their administrative burden. In this session, Jamie will explore these projects and the benefits realised.

Consolidating the use of preferred suppliers into multi- function, commodity based categories to aid in the tendering out process Reducing the number of touch points via P2P from 16 to 5 stepsCreating transparency in the process, thus facilitating a better understanding of the budget Auditing the process, tracking savings and conducting spend analysis Promoting their ERP module internally to up-skill staff and facilitate take-up of the system




Good cross section of attendees from public and private sector and across diverse organizations.”

Attilio Martiniello, Chief Financial Officer, Australian Maritime Safety Authority



2:10 Assessing the viability of setting up an offshore buying team and supply chain in China to drive more efficiency into operations Addressing the challenges on change management with staff and customer demographic of 50years

Mary Karolyi, Chief Financial Officer, Blue Illusion

Using accurate data and algorithms for sales decision making, in order to realistically forecast sales volume outcomes and price points Streamlining existing processes and driving efficiency into end-to-end time lines

Alastair Miller, Commercial Finance Director-APAC, Accolade Wines

Going from using a panel of travel agencies to a sole preferred travel partner in 2014, thus reducing leakage from 30 to 6% Planning for P-Card implementation to centralise air-fares and accommodation

Jamie Dunnicliff, Strategic Procurement Transformation Manager, University of Adelaide

2:50 COFFEE AND NETWORKING BREAK

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Defining the Role of Procurement for 2016 and BeyondThis panel of experts will come together to discuss, not only the operational day-to-day tasks within procurement, but the strategic role that procurement plays, or can play, within the wider organisation. Moving beyond cost savings: how can procurement add real value to business processes? What are the emerging sourcing trends and capabilities to drive competitive advantage throughout your business? How can procurement collaborate with finance and the overall business to develop a strategic partnership? Can procurement ultimately become a profit centre and business innovator? What are the emerging technologies and innovative solutions for strategic procurement? Centre - led, decentralized or centralized - which model is right for your company?

Peter Morichovitis, Chief Procurement Officer, City of Gold Coast

Nidhish Bhandari, General Manager Procurement Services, Transport Shared Services (TfNSW)

John Browne, Executive Manager Strategic Procurement, Transfield Services

Adel Salman, Group Procurement Manager, Bega Cheese Limited

Phill Dagnall, Team Lead ICT Vendor Management, RACQ

3:50 Bounce ideas off your peers and discuss solutions to communication challenges that keep you awake at night.

Process Innovation In this interactive Roundtable activity, you have the opportunity to break free from traditional conference sessions and join these presentation-free roundtables. Choose one of the following process or technology focused roundtables and gain an informal, peer-to-peer discussion – just you and your biggest challenges addressed as a group, by the group.

4:30 CLOSE OF CONFERENCE

Join us if you are a: CFO on a mission for improved business partnering Process Owner looking for end-to-end ownership Controller looking to master general ledger reconciliations Procurement Lead looking to align with Finance

Sourcing Strategist looking to create flexible and scalable models Shared Services Lead looking to transition your mature processes into a Centre of Excellence Global Finance Lead looking to move from a local to global business services approach with the right operating model


ABOUT OUR SPONSORS

Founded in 2001, BlackLine Systems was the first to develop and offer a commercially available Balance Sheet Account Reconciliation solution. An

experienced provider of software to companies from the Fortune 100 to beyond the Fortune 1,000, BlackLine provides quick-to-implement, scalable and easy-to-use applications that automate the entire financial close process to help improve financial controls for companies of all sizes. BlackLine software applications complement existing Enterprise Performance Management (EPM), Governance Risk and Compliance (GRC) and Enterprise Resource Planning (ERP) systems.

BlackLine offers clients its enterprise-class software in a simple and secure OnDemand/SaaS platform. With a proven track record and a commitment to customer success, BlackLine seeks to reduce the burden the financial close places on accounting and finance professionals. For more information, please visit www.blackline.com.

CPA Australia is one of the world's largest accounting bodies with a global membership of more than 150,000 members working in 120 countries around the world, with more than 25,000 members working in senior leadership positions.

Our core services to members include education, training, technical support and advocacy. Employees and members work together with local and international bodies to represent the views and concerns of the profession to governments, regulators, industries, academia and the general public.

Since 2002, Satori Group has been delivering solutions to provide visibility into real time data, identifying errors and potential fraud, and enabling continuous monitoring of processes and transactions. Our solutions provides assurance and peace of mind

that the controls framework is working effectively, while presented in an easy to understand manner through visually stimulating dashboards. Some of our clients include Coca-Cola Amatil, Energex, JB Hi-FI, Newcrest Mining, Novartis Pharmaceuticals, George Weston Foods, Queensland Health and Coates Hire. Satori Group is the primary distributor of SatoriCCM, ACL, Pentana, Caseware Monitor and Dundas Dashboards solutions in Australia, New Zealand and the South Pacific Islands, with offices located in Sydney, Melbourne, Wellington and India.

Trintech is the leading provider of Cloud-based financial software solutions for the full Record-to-Report process. Over 800 clients worldwide – including

half of the Fortune 50 and the FTSE 100 – rely on our solutions to reduce costs, manage risk, increase efficiency and monitor activities across the entire office of finance. Trintech’s solutions automate and control all aspects of the financial close – including daily operational reconciliations, balance sheet reconciliation, journal entries, close tasks, governance, risk and compliance.

TCS' Business Process Services (BPS) include core industry-specific processes, analytics and insights, and enterprise services. Our services are complemented by years of experience in transforming businesses through our FORE™ simplification methodology. We leverage our

expertise in technology through BPaaS, RPA, and our TRAPEZE™ suite of solution accelerators and governance enablers. With over four decades of global experience and a delivery footprint spanning six continents, TCS is one of the largest global BPS providers today.

For more information about TCS’ Business Process Services Unit, visit: www.tcs.com/bps. Email: [email protected].

Lexmark builds a family of intelligent capture, content and process management and enterprise search software products, used by some of the world’s largest and most innovative companies. We provide them a single

technology platform for end-to-end financial process automation, integrating ReadSoft and Perceptive Software capabilities. We cover every critical accounting and finance process, including P2P and Order-to-Cash, enabling our customers to: Eliminate 90% of more of data entry, increasing the accuracy of data captured and analysed. Improve efficiency in Accounts Payable by 3-5 times or more. Reduce input cycle time from weeks to hours. Gain value from data analytics, including real-time visibility into revenue and costs Replace the paper trail with an audit trail.

au.perceptivesoftware.com/finance

K2 applications reach across departments and lines of business, so the right people always have the right information at the right time to make smart, data-driven decisions. You can easily connect K2 apps to your current systems, such as SAP, Salesforce or SharePoint, to securely pull data from across your entire organisation without having to store it, ever.

Register Early & Save!To speed registration, please provide the priority code located on the mailing label or in the box below.

NOTE: PAYMENT IS DUE WITHIN 7 DAYS FROM REGISTRATION TO SECURE YOUR PLACE. Registrations received without payment or a Government PO will incur a processing fee of $99+GST = $108.90 per registration. Payment prior to the con-ference is mandatory for attendance. Payment includes lunches, refreshments, a copy of conference presentations via FTP website or workbook and all meeting materials. If payment has not been received two weeks before the conference, a credit card hold will be taken and processed. This card will be refunded once alternate payment has been received.

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QUICK and EASY WAYS to REGISTER

TELEPHONE +61 2 9229 1000

FAX +61 2 9223 2622

EMAIL [email protected]

WEBSITE www.financetransformation.com.au

MAIL IQPC, Level 6, 25 Bligh Street, SYDNEY NSW 2000

PRIVACY - YOUR CHOICEAny information provided by you in registering for this conference is being collected by IQPC and will be held in the strictest confidence. It will be added to our database and will be used primarily to provide you with further information about IQPC events and services. By supplying your email address and mobile telephone number you are agreeing to IQPC contacting you by these means to provide you further information about IQPC products and services. From time to time IQPC may share information from our data-base with other professional organisations (including our event sponsors) to promote similar products and services. Please tick the box below if you do NOT want us to pass on your details.

To amend your current details, advise of duplicates or to opt out of further mailings, please contact our Database Integrity Maintenance Department, Level 6, 25 Bligh Street, SYD-NEY NSW 2000. Alternatively, email [email protected], call 02 9229 1028 or fax 02 9223 2622.

¨I do not wish to have my details made available to other organisations

IQPC CANCELLATION AND POSTPONEMENT POLICY: FOR DETAILS OF IQPC’S CANCELLATION AND POSTPONEMENT POLICY PLEASE VISIT: www.iqpc.com.au© 2015 IQPC ABN 92 071 142 446 All RIGHTS RESERVED. The format, design, content and arrangement of this brochure constitute a copyright of IQPC. Unauthorised reproduction will be actionable by law.

DELEGATE 1 [FIRST NAME] [SURNAME]

POSITION

EMAIL


EMAIL

POSITION

POSITION


EMAIL

EMAIL

ORGANISATION

ADDRESS

POSTCODE

TELEPHONE FAX

APPROVING MANAGER [FIRST NAME] [SURNAME]

CHEQUE ENCLOSED FOR $ _____ (Please make cheques payable to: IQPC)

PLEASE CHARGE American Express Visa MasterCard Diners Club

CREDIT CARD NUMBER

AMEX 4 DIGIT CODE EXPIRY DATE

NAME OF CARD HOLDER [PLEASE PRINT]

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Pre-conference Masterclass: 9 November 2015

Main Conference: 10 & 11 November 2015

Venue: The Menzies, Sydney, NSW

STANDARDPACKAGES

EARLY BIRD*Register & pay by 23 October 2015

STANDARD PRICING

Conference + 4 Workshops SAVE AUD $250$5,149 + GST = $5,663.90

$5,399 + GST = $5,938.90


$4,999 + GST = $5,498.90


$4,599 + GST = $5,058.90

Conference + 1 Workshop SAVE AUD $100$4,099 + GST = $4,508.90

$4,199 + GST = $4,618.90

Conference Only SAVE AUD $100$3,499 + GST = $3,848.90

$3,599 + GST = $3,958.90

Incorporating 6th ANNUAL11th ANNUAL

oREGISTER ME for Finance Transformation Summit 2015 PLUS:oWorkshops: oA oB oC oD* Discount not available to vendors or solution providers# Registrations received without payment or a Government PO will incur a processing fee of

$99 + GST = $108.90 per registration.

¨ Please send me _______ set(s) of AUDIO COMPACT DISCS and PRESENTATIONS CD

at $878.90 ($799 plus GST) or $603.90 ($549 plus GST) Presentations CD only

¨ Please keep me informed via email about this and other related events

2 WAYS TO SAVE!Book early for HUGEEARLY BIRD savings.

Book as a TEAM,save & benefit as a team.

TEAM DISCOUNTS

IQPC recognises the value of learning in teams. Take advantage of one of these special rates:

�Register a team of 2 to the conference at the same time from the same company and receive a 5% discount

�Register a team of 3 to the conference at the same time from the same company and receive a 10% discount

�Register a team of 4 or more to the conference at the same time from the same company and receive a 15% discount

� Register a team of 6 or more to the conference at the same time from the same company and receive a 20% discount � Register a team of 10 or more to the conference at the same time from the same company and receive a 25% discount

� Ask about multi-event discounts. Call +61 2 9229 1000 for more details

Please note: Only one discount applies

• Convert team learning into practical business strategy• An exclusive private meeting & networking space• VIP registration, conference seating and networking support.

To qualify:Register a team of 7 or more delegates to the conference at the standard conference rate**

You receive:• Exclusive full-day use of a private room within the conference venue• Networking support & facilitated introductions from the IQPC team throughout the event• Morning and afternoon refreshments catered• VIP registration & conference room seating Availability – 2 only per event* (Not available for service providers) **(No discounts can be applied)

BOARDROOM TEAM PACKAGE*

WHEREThe Menzies, Sydney

WHEN?9-11 November 2015

WHERE & WHEN?

11624.006

ACCOMODATION Visit http://www.financetransformation.com.au/venue to take advantage of the negotiated rates available at the Menzies Hotel.

CLICK HERE SUBMIT THIS FORM

11624.006 /IBF

mailto:[email protected]

Documents

Incorporating ANNUAL · Incorporating 11th ANNUAL Pre-conference Masterclass: 9 November 2015 Main Conference: 10 & 11 November 2015 Venue: The Menzies, Sydney, NSW SAVE WITH THE